SWK
Stephen W. Kidder’s Carrier Global CARR Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $6.72M | Buy |
91,797
+258
| +0.3% | +$18.9K | 2.02% | 21 |
|
2025
Q1 | $5.8M | Buy |
91,539
+7,349
| +9% | +$466K | 1.81% | 24 |
|
2024
Q4 | $5.75M | Buy |
84,190
+12,645
| +18% | +$863K | 1.73% | 23 |
|
2024
Q3 | $5.76M | Buy |
71,545
+21,760
| +44% | +$1.75M | 1.7% | 25 |
|
2024
Q2 | $3.14M | Buy |
49,785
+24,210
| +95% | +$1.53M | 0.98% | 27 |
|
2024
Q1 | $1.49M | Buy |
25,575
+21,325
| +502% | +$1.24M | 0.47% | 34 |
|
2023
Q4 | $244K | Hold |
4,250
| – | – | 0.08% | 70 |
|
2023
Q3 | $235K | Hold |
4,250
| – | – | 0.08% | 70 |
|
2023
Q2 | $211K | Buy |
+4,250
| New | +$211K | 0.07% | 73 |
|